Sr. Business Transformation Specialist/Project Manager
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.
Broadridge is seeking an experienced, execution-oriented Sr. Business Transformation Specialist to join the US Proxy Business Transformation & Special Projects team. This role combines hands-on business transformation, process improvement, analysis, and implementation responsibilities with strong project management discipline. The Sr. Business Transformation Specialist will independently lead cross-functional projects from initiation through implementation while helping assess business processes, define solutions, and drive broader transformation initiatives. The successful candidate will have significant experience leading projects end-to-end and will be comfortable taking a business objective or problem, creating the structure and plan needed to address it, organizing stakeholders, managing risks and dependencies, and driving execution with limited day-to-day direction. Projects may range from targeted operational improvements to larger, multi-workstream initiatives involving Business, Operations, Technology, Product, Risk, clients, vendors, and other enterprise stakeholders.
Responsibilities:
Business Transformation & Analysis
- Analyze current-state business processes, workflows, systems, controls, and cross-functional dependencies.
- Facilitate discussions with stakeholders to identify pain points, inefficiencies, risks, and improvement opportunities.
- Support the design of practical future-state processes and solutions that improve efficiency, scalability, controls, and client experience.
- Identify opportunities for standardization, simplification, automation, and workflow redesign.
- Gather and document business requirements and identify gaps, dependencies, or unresolved questions.
- Conduct analysis to support impact assessments, business cases, implementation strategies, and decision-making.
Governance, Risk & Stakeholder Management
- Develop and maintain project plans, milestone trackers, action and decision logs, risk and issue registers, and other key project materials.
- Track progress against timelines and proactively address risks, issues, dependencies, scope changes, and resource constraints.
- Escalate matters appropriately with clear context, business impact, options, and recommended next steps.
- Coordinate execution across cross-functional stakeholders and maintain momentum in a matrixed organization.
- Facilitate effective working sessions that result in clear decisions, ownership, actions, and next steps.
- Prepare concise project updates and executive-ready materials that accurately communicate project health, progress, risks, and decisions required.
Implementation & Change Readiness
- Lead or coordinate implementation and readiness activities across impacted teams.
- Coordinate requirements, testing, process changes, operational readiness, communications, training, and deployment activities as applicable.
- Develop implementation plans, readiness criteria, and go-live approaches where established processes do not yet exist.
- Drive resolution of implementation risks and dependencies and support post-launch stabilization and transition to ongoing business ownership.
Project Leadership & Delivery
- Independently lead multiple cross-functional projects from initiation through implementation and stabilization.
- Translate business objectives into structured project plans with clear scope, deliverables, milestones, dependencies, owners, and timelines.
- Establish the appropriate governance, working cadence, and project structure based on the needs and complexity of the initiative.
- Proactively drive execution, maintain accountability, and identify next steps without requiring significant day-to-day direction.
- Bring structure to ambiguous or evolving initiatives where requirements, responsibilities, or execution paths may not initially be clear.
Build Transformation & Project Management Capabilities
- Partner with the head of the Business Transformation & Special Projects team to help build and mature the operating framework.
- Help establish practical, scalable project management and transformation standards for initiatives of varying size and complexity.
- Develop and refine templates, tools, and repeatable approaches for project intake, scoping, planning, governance, status reporting, risk management, requirements, process documentation, implementation readiness, and project closeout.
- Identify opportunities to simplify, standardize, or automate project tracking and reporting.
- Apply lessons learned from active initiatives to continuously improve team practices.
Business Knowledge & Continuous Improvement
- Develop a strong working understanding of US Proxy, Corporate Actions, and related operational processes, technology workflows, systems, and controls.
- Build sufficient business knowledge to understand the broader context and implications of assigned initiatives.
- Apply project experience and business knowledge to identify improvement opportunities beyond the immediate project or assignment.
Qualifications:
- 5+ years of hands-on complex project management experience, including independently leading projects from initiation through implementation and completion.
- Demonstrated ability to take ownership of projects with limited established structure and determine the approach needed to drive successful execution.
- Experience leading cross-functional initiatives involving Business, Operations, Technology, Product, or other enterprise stakeholders.
- Strong experience managing project plans, milestones, dependencies, risks, issues, actions, and status reporting.
- Experience with business process analysis, requirements gathering, process improvement, transformation, or implementation activities.
- Proven ability to manage multiple priorities, influence stakeholders, and drive execution in a matrixed organization.
- Strong analytical, organizational, problem-solving, and communication skills.
- Demonstrated ability to operate independently, exercise sound judgment, and proactively identify next steps.
- Experience within financial services strongly preferred.
- Exposure to Proxy, Corporate Actions, custody, issuer services, securities processing, or related environments preferred.
Preferred Skills
- PMP or comparable project management certification preferred but not required.
- Experience developing or improving project management standards, templates, or governance practices.
- Strong proficiency in Microsoft Excel and PowerPoint and experience with project management tools.
- Experience with process mapping, current-state/future-state analysis, requirements gathering, testing, and implementation planning.
- Exposure to automation, workflow modernization, or technology-enabled process improvement.
Why This Role Matters
The US Proxy and Corporate Actions environment continues to evolve due to technology modernization, automation, regulatory developments, and increasing demands for operational scalability and efficiency. The Sr. Business Transformation Specialist will help turn business needs into executable initiatives and measurable improvements. This individual will independently manage important cross-functional projects while also helping assess processes, define solutions, support implementation, and strengthen the project management and transformation capabilities of the team. This role is well suited for an experienced project professional who wants broader ownership than traditional project management and enjoys solving business problems, creating structure, improving processes, and driving meaningful change.
Compensation Range: The salary range for this position is between $115,000- 125,000 USD. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, location, skills, international locations and education.
Bonus Eligibility: Bonus Eligible
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We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
Use of AI in Hiring
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
US applicants: Click here to view the EEOC "Know Your Rights" poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [BRcareers@broadridge.com](mailto:BRcareers@broadridge.com).
About Broadridge
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.
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